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Q. I’ve been retired for several years and have been taking the good advice you’ve been suggesting in your “Ask the Experts” articles. Since I know very little about how to invest, I’ve put all my TSP savings in the L-2030 fund. Since I don’t need to withdraw any money at the present time, I plan on leaving the money there until it’s time for the RMD in about four years and I’ve named several beneficiaries for my account. You stated in one of your articles that if I didn’t need the money from the RMD, I can just move it to a similar investment in a taxable discount brokerage account. Does your company “Variplan” handle such accounts?
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A. Yes, I provide comprehensive financial decision support for feds, including analysis and advice covering investments and other assets outside the TSP. Visit www.variplan.com for more information.